Consultant, Business Analyst, Retirement Experience Squad en Fmr

Job Description:

The Role

We are seeking an ambitious leader who is client - focused and enjoys working collaboratively with teams to deliver outstanding Retirement client experiences. As America’s Retirement Leader, Fidelity has a full suite of offerings for these investors, and we have opportunities to enhance end-to-end experience to drive continued growth and adoption. This role requires a high level of leadership and partnership across Fidelity. and a strong history of delivering digital experiences that engage and enrich customers lives. The Consultant will be:

• Collecting and analyzing information across a diverse set of individuals and teams and articulating the full story across multiple streams of work.
• Defining experimentation agendas and assessing work against critical metrics, revenue targets, and scorecards.
• Enabling work across broad group of partners to ensure retirement experiences delivered fit together, as a customer experiences them, graduating from one experience to the next in a way that is valuable for the customer.

The Expertise and Skills You Bring

• Bachelor’s or equivalent with 8+ of professional experience
• Solid business knowledge and general knowledge of the financial services industry plus familiarity with Retirement products/services strongly preferred.
• Capable of leading, influencing, and motivating colleagues without formal authority
• Focused on results and able to own several initiatives at once, working independently to complete tasks in high-quality, timely manner.
• Persistent in the face of opposition and maintains a positive, can do demeanor.
• Demonstrated dedication to cross-functional collaboration in agile, client-centric, dynamic environment – true passion for test and learn!
• Willingness to think beyond traditional financial services to drive best-in-class experiences.
• Using varied data sources to understand end customer needs, including analysis of diverse digital and live experiences.
• Keeping a pulse on emerging financial services, financial planning tools, technology, user experience and social trends.
• Synthesizing complex data from multiple, disparate sources and present analysis, relevant insights and themes in a simple/clear way.
• Driving competitive advantage through superior customer experience and targeted customer communications.
• Participating in and leading readiness and roll out activities for clients and Fidelity associates.
• Participating in defining requirements and expectations to help inform technical strategy and roadmaps.
• Demonstrating an ability to quickly learn retirement regulations and translate them into client-friendly experiences that meet compliance standards.

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

As a member of the Wealth Digital Products and Retirement Experience you'll work with the Squad Leader, other Squad Leaders, Scrum Master, and Chapter Leaders aligned to your squad. By demonstrating and promoting Fidelity leadership behaviors, you sustain and evolve our innovative agile culture. The Wealth Management Solutions Domain goal is to be a leader among the top wealth providers in the US, growing our share of assets and customers above competitors in advisory, retirement and protection solutions by making a meaningful difference in the lives of our customers as a holistic, integrated, planning-led solution.

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Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.